Job Summary:
The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams.
Responsibilities:
Delivers accurate, timely, and thorough responses to routine and non-standard inquiries in written and verbal interactions with internal and external parties.
Identifies and seizes servicing opportunities for both self and the team.
Manages the onboarding process for new hires, actively participating in their learning journey and providing feedback on skill development.
Establishes and communicates standards to the team by regularly monitoring weekly department metrics that uphold department KPIs.
Evaluates personnel regularly to ensure efficiency in their roles, including reviewing employee anti-patterns, goals, aspirations, strengths, and weaknesses, with input from the division lead.
Collaborates with the division lead to identify and address performance improvement needs.
Contributes to operational targets by participating in annual external calls under the guidance of the division lead.
Coordinates team and department efforts using a data-driven approach to exceed KPIs.
Engages with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies with oversight from the division lead or Reconciliation Audit Lead.
Practices oversight and quality assurance by monitoring team emails and providing regular feedback to team members on a weekly basis.
Ensures that the team performs daily metrics of timeliness and completeness, driving necessary improvements to mitigate risks or shortcomings.
Fosters client success and employee development, seeking mentorship from the Division Lead as needed.
Ensures quality service and operational performance align with client expectations and compliance standards.
Participates in projects with upper management that align with company goals.
Selects, develops, and evaluates projects annually to improve 1-2 strategic initiatives using Lean Six Sigma practices.
Identifies opportunities for improvement within the department, communicates ideas with leadership, and actively works to implement change.
Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts.
Performs reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government).
Recognizes asset managers/custodians as partners and promotes collaboration.
Participates in cross-departmental projects to implement procedures for large/major clients, ensuring client success and compliance through standard operating models.
Proactively seeks automation opportunities with Subject Matter Experts to enhance auto reconciliation processes for accounts handled by the team.
Required Skills:
Proven ability to analyse information and anticipate outcomes to choose the best solutions.
Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful.
Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals.
Being able to identify trends, develop new ideas, and make recommendations that will benefit the company.
Being able to develop and implement change management plans, as well as communicate and manage change with team members and other stakeholders.
Being able to develop and implement risk mitigation strategies.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s & master's in finance or accounting.
9+ years of relevant experience in leading a cross-functional and collaborative team.
7+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.
